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FIDUCIARY FINANCIAL GROUP, LLC: DFIC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDUCIARY FINANCIAL GROUP, LLC on DFIC, newest first. How the timeline and the estimate are built.

FIDUCIARY FINANCIAL GROUP, LLC held 165,778 DFIC shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 165,778 shares
    Change vs previous 13F +6,244 shares

    0.73% of the 13F portfolio, value $6,234,929.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 159,534 shares
    Change vs previous 13F +7,833 shares

    0.67% of the 13F portfolio, value $5,944,224.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 151,701 shares
    Change vs previous 13F +21,404 shares

    0.71% of the 13F portfolio, value $5,389,935.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 130,297 shares
    Change vs previous 13F +10,847 shares

    0.63% of the 13F portfolio, value $4,490,032.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 119,450 shares
    Change vs previous 13F +17,890 shares

    0.62% of the 13F portfolio, value $3,916,763.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 101,560 shares
    Change vs previous 13F +20,966 shares

    0.57% of the 13F portfolio, value $3,154,451.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 80,594 shares
    Change vs previous 13F +52,989 shares

    0.46% of the 13F portfolio, value $2,119,620.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 27,605 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $706,410.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).